earnings
confidence medium
sentiment neutral
materiality 0.60
Super League reports Q1 results, targets EBITDA positive in Q4, acquired Supersocial
Super League Enterprise, Inc.
- Company reports Q1 2025 results; focus on cost reduction and revenue diversification; mobile games now 15% of revenue.
- Acquired Roblox studio Supersocial (49 builds, 390M+ visits, 3B+ impressions); clients include Gucci, e.l.f., Walmart.
- Pipeline of ~$20M in active opportunities across ~100 programs.
- On track to reach EBITDA positive in Q4 2025.
- CEO cites structural shifts in Roblox ad ecosystem; realignment to achieve long-term growth.